Can I retire?

Our Retirement Readiness Guide provides a simple process to help answer this key question.

Your wealth’s potential begins with clarity—clarity about what you have, what you need, and what steps you can take to help you retire with confidence when the time is right. After all, the idea of retiring should feel exciting, not stressful!

Alterra’s Retirement Readiness Guide is a 6-step guided process filled with bonus tips and recommendations along the way. Specifically, we’ve designed it to offer you a straightforward path to determine where you are on the road to retirement and answer the question we all have, “When can I retire?” In addition, we help chart the course and guide you to where you want to be.

How does it work? First, we start with steps 1–4, and identify how much you need in your portfolio to know when you will be able to retire with confidence. This isn’t a simple calculator with projected returns. Each step takes careful consideration of your goals, your reality, your legacy—all factors that are unique to you.

Steps 5 and 6 apply carefully crafted strategy to your unique retirement goals. For instance, you’ve likely focused for years on growing your investments. But how do you live each month when the steady paycheck ends? We show you effective strategies for managing your cash-flow and portfolio throughout your retirement years, with the goal that your wealth becomes a legacy.

Take your time with this process! This guide is formatted to serve as a workbook. Print it out. Take notes. Gather information. And if you ever need a team to talk to, we’re here for you!

All the best,